Evercore Wealth Management, LLC Top Holdings and 13F Report (2026) About Evercore Wealth Management, LLCInvestment ActivityEvercore Wealth Management, LLC has $7.07 billion in total holdings as of June 30, 2026.Evercore Wealth Management, LLC owns shares of 433 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 5.41% of the portfolio was purchased this quarter.About 4.66% of the portfolio was sold this quarter.This quarter, Evercore Wealth Management, LLC has purchased 418 new stocks and bought additional shares in 86 stocks.Evercore Wealth Management, LLC sold shares of 172 stocks and completely divested from 22 stocks this quarter.Largest Holdings NVIDIA $430,486,032Apple $426,785,801Microsoft $292,279,863Alphabet $288,072,775Amazon.com $265,504,086 Largest New Holdings this Quarter 147528103 - Casey's General Stores $29,899,204 Holding15643U104 - Centrus Energy $2,220,920 Holding438516205 - HONEYWELL INTL INC $1,857,698 Holding43849R105 - HONEYWELL AEROSPACE INC $1,834,191 HoldingG9456A100 - Golar LNG $498,400 Holding Largest Purchases this Quarter Amphenol 501,011 shares (about $88.34M)Broadcom 214,466 shares (about $81.01M)ServiceNow 584,037 shares (about $57.98M)Casey's General Stores 37,619 shares (about $29.90M)iShares Russell 1000 Growth ETF 170,657 shares (about $21.19M) Largest Sales this Quarter Comfort Systems USA 21,916 shares (about $43.44M)MercadoLibre 23,338 shares (about $39.61M)Adobe 189,527 shares (about $38.86M)American Tower 160,443 shares (about $26.24M)Alphabet 72,117 shares (about $25.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvercore Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$430,486,032$6,296,232 â–¼-1.4%2,151,4626.1%TechnologyAAPLApple$426,785,801$8,509,500 â–¼-2.0%1,474,9306.0%TechnologyMSFTMicrosoft$292,279,863$242,836 â–¼-0.1%783,5504.1%TechnologyGOOGAlphabet$288,072,775$25,481,100 â–¼-8.1%815,3084.1%Communication ServicesAMZNAmazon.com$265,504,086$1,957,963 â–¼-0.7%1,113,9723.8%Consumer DiscretionaryGOOGLAlphabet$242,279,174$12,885,681 â–¼-5.0%677,9513.4%Communication ServicesMSMorgan Stanley$227,470,639$18,651,594 â–¼-7.6%1,088,1683.2%FinanceFIXComfort Systems USA$222,755,323$43,436,416 â–¼-16.3%112,3923.2%IndustrialsMAMastercard$200,078,529$1,284,514 â–¼-0.6%389,5612.8%FinanceWMBWilliams Companies$174,547,049$1,685,883 â–¼-1.0%2,347,9562.5%EnergyJPMJPMorgan Chase & Co.$170,083,987$4,099,155 â–¼-2.4%519,6102.4%FinanceAZOAutoZone$164,868,957$517,742 â–²0.3%51,5872.3%Consumer DiscretionaryBXBlackstone$158,756,716$412,316 â–²0.3%1,349,1692.2%FinanceVIKING HOLDINGS LTD$153,345,213$21,685,635 â–¼-12.4%1,465,0352.2%ORD SHSHDHome Depot$151,410,555$1,017,482 â–¼-0.7%429,3142.1%Consumer DiscretionaryCBChubb$141,775,439$1,529,582 â–¼-1.1%416,0812.0%FinanceTMOThermo Fisher Scientific$132,942,122$797,162 â–¼-0.6%265,1631.9%HealthcareCBRECBRE Group$132,378,047$571,894 â–¼-0.4%982,8351.9%Real EstateBRK.BBerkshire Hathaway$125,848,584$3,080,901 â–¼-2.4%251,5011.8%FinanceGNRCGenerac$108,484,641$4,583,648 â–¼-4.1%370,4951.5%IndustrialsSNSharkNinja$107,698,439$5,614,956 â–²5.5%707,2861.5%Consumer DiscretionaryBLACKROCK INC$101,745,549$343,277 â–¼-0.3%105,8131.4%COMVOOVanguard S&P 500 ETF$100,357,364$14,187,434 â–²16.5%146,1211.4%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$99,735,892$1,056,245 â–¼-1.0%1,035,4641.4%ETFAPHAmphenol$98,177,973$88,338,259 â–²897.8%556,8171.4%TechnologyCOSTCostco Wholesale$93,084,878$573,443 â–¼-0.6%99,5061.3%Consumer StaplesAVGOBroadcom$93,059,090$81,014,531 â–²672.6%246,3511.3%TechnologyUBERUber Technologies$88,002,512$4,583,242 â–²5.5%1,219,5471.2%IndustrialsSPYSPDR S&P 500 ETF Trust$86,775,772$393,549 â–²0.5%116,2011.2%ETFSPOTSpotify Technology$77,181,131$7,677,113 â–²11.0%168,1031.1%Communication ServicesEOGEOG Resources$75,704,330$4,456,225 â–²6.3%583,5531.1%EnergyCROXCrocs$71,763,669$5,222,385 â–¼-6.8%594,8581.0%Consumer DiscretionaryBLDRBuilders FirstSource$68,823,185$3,004,023 â–¼-4.2%769,1461.0%IndustrialsPGRProgressive$67,386,801$1,942,676 â–¼-2.8%308,4771.0%FinanceVEUVanguard FTSE All-World ex-US ETF$61,582,529$11,235,059 â–²22.3%735,3140.9%ETFIVViShares Core S&P 500 ETF$60,456,820$590,122 â–²1.0%80,7290.9%ETFNOWServiceNow$58,482,572$57,983,194 â–²11,611.1%589,0670.8%TechnologyARCCAres Capital$55,725,325$2,106,954 â–¼-3.6%3,007,3030.8%FinanceDXJWisdomTree Japan Hedged Equity Fund$53,923,943$545,026 â–²1.0%310,7650.8%ETFIAUiShares Gold Trust$47,417,562$553,639 â–²1.2%627,9640.7%ETFJAAAJanus Henderson AAA CLO ETF$44,607,612$5,450,042 â–²13.9%883,4940.6%ETFTJXTJX Companies$39,162,598$2,034,796 â–¼-4.9%258,4990.6%Consumer DiscretionaryGLDMSPDR Gold MiniShares Trust$34,807,801$3,447,305 â–²11.0%438,2750.5%ETFJNJJohnson & Johnson$33,043,783$765,212 â–¼-2.3%130,1090.5%HealthcareSHWSherwin-Williams$31,859,929$1,016,433 â–¼-3.1%92,5300.5%MaterialsLLYEli Lilly and Company$30,942,895$1,506,484 â–¼-4.6%25,7980.4%HealthcareAMTAmerican Tower$30,376,094$26,243,662 â–¼-46.4%185,7070.4%Real EstateCASYCasey's General Stores$29,899,204$29,899,204 â–²New Holding37,6190.4%Consumer StaplesUNHUnitedHealth Group$28,613,632$6,573,604 â–¼-18.7%68,8440.4%HealthcareIWFiShares Russell 1000 Growth ETF$28,608,601$21,190,448 â–²285.7%230,3990.4%ETFGLDSPDR Gold Shares$25,904,481$740,444 â–¼-2.8%70,3200.4%ETFCVXChevron$23,612,906$340,306 â–¼-1.4%142,4520.3%EnergyVEAVanguard FTSE Developed Markets ETF$20,976,355$3,858,259 â–²22.5%294,4050.3%ETFABBVAbbVie$20,081,878$522,153 â–¼-2.5%79,8040.3%HealthcareCSCOCisco Systems$19,971,371$611,027 â–¼-3.0%170,0270.3%TechnologyEFAiShares MSCI EAFE ETF$18,871,198$252,533 â–²1.4%181,6630.3%ETFIBMInternational Business Machines$17,018,013$642,285 â–¼-3.6%60,5170.2%TechnologyAMATApplied Materials$16,400,532$547,311 â–¼-3.2%22,6840.2%TechnologyNEENextEra Energy$15,483,857$136,658 â–²0.9%176,4140.2%UtilitiesRSPInvesco S&P 500 Equal Weight ETF$15,130,500$2,679,200 â–²21.5%71,1120.2%ETFTSLATesla$13,200,952$1,987,335 â–¼-13.1%31,3860.2%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$12,826,008$364,885 â–²2.9%214,8770.2%ETFIWBiShares Russell 1000 ETF$12,639,217$257,985 â–¼-2.0%30,8650.2%ETFJBLJabil$12,235,135$407,067 â–¼-3.2%31,7400.2%TechnologyADPAutomatic Data Processing$12,205,722$15,676 â–²0.1%54,5020.2%IndustrialsVGKVanguard FTSE Europe ETF$12,050,206$80,129 â–²0.7%136,0990.2%ETFXLKTechnology Select Sector SPDR Fund$11,937,602$730,454 â–²6.5%62,6580.2%ETFMRKMerck & Co., Inc.$11,704,936$90,978 â–¼-0.8%91,0890.2%HealthcareIWMiShares Russell 2000 ETF$11,654,456$41,763 â–¼-0.4%38,7900.2%ETFVVisa$11,552,395$20,928 â–²0.2%33,6720.2%FinanceIJHiShares Core S&P Mid-Cap ETF$11,515,607$317,539 â–²2.8%149,3400.2%ETFPEPPepsiCo$11,200,152$132,286 â–¼-1.2%82,7190.2%Consumer StaplesTXNTexas Instruments$11,099,531$814,923 â–¼-6.8%37,2380.2%TechnologyMDYSPDR S&P MidCap 400 ETF Trust$10,637,739$186,380 â–¼-1.7%15,1250.2%ETFRTXRTX$10,439,703$14,609 â–¼-0.1%55,0240.1%IndustrialsXOMExxonMobil$10,323,727$12,988 â–¼-0.1%75,5100.1%EnergyKOCocaCola$10,208,325$718,589 â–¼-6.6%125,6100.1%Consumer StaplesROPER TECHNOLOGIES INC$10,070,487$2,007,668 â–¼-16.6%29,7600.1%COMMCKMcKesson$9,979,965$603,724 â–¼-5.7%13,2080.1%HealthcareSYKStryker$9,274,242$180,088 â–¼-1.9%29,4570.1%HealthcareCATCaterpillar$9,138,972$326,924 â–¼-3.5%8,5820.1%IndustrialsPGProcter & Gamble$8,878,174$174,062 â–¼-1.9%60,5440.1%Consumer StaplesWALMART INC$8,719,775$143,727 â–¼-1.6%76,9890.1%COMMPLXMplx$8,565,145$1,126,600 â–²15.1%152,0530.1%EnergyBRK.ABerkshire Hathaway$8,237,3500.0%110.1%FinanceORCLOracle$8,177,937$615,511 â–¼-7.0%55,8030.1%TechnologyEPDEnterprise Products Partners$8,085,8030.0%219,9620.1%EnergyIVWiShares S&P 500 Growth ETF$7,508,4500.0%54,5950.1%ETFMCDMcDonald's$7,425,145$1,979,210 â–¼-21.0%27,4690.1%Consumer DiscretionaryQQQInvesco QQQ$7,201,992$130,343 â–²1.8%9,7800.1%ETFVTIVanguard Total Stock Market ETF$7,000,567$79,190 â–²1.1%18,9180.1%ETFVBVanguard Small-Cap ETF$6,980,247$93,058 â–²1.4%23,0280.1%ETFLOWLowe's Companies$6,959,987$45,421 â–¼-0.6%31,5660.1%Consumer DiscretionaryXLVHealth Care Select Sector SPDR Fund$6,706,082$105,192 â–¼-1.5%42,2670.1%ETFACNAccenture$6,578,521$5,489,795 â–¼-45.5%52,8650.1%TechnologyAMGNAmgen$6,072,752$373,346 â–¼-5.8%16,7700.1%HealthcareSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$6,049,429$1,273,148 â–²26.7%66,6310.1%ETFECLEcolab$5,754,968$19,224 â–¼-0.3%20,6560.1%MaterialsMELIMercadoLibre$5,538,584$39,613,691 â–¼-87.7%3,2630.1%Consumer DiscretionaryISHARES BITCOIN TRUST ETF$5,509,994$488,830 â–²9.7%165,5150.1%SHS BEN INTShowing largest 100 holdings. 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